Volunteer Engagement & CRM Administrator (Charity) at Virtual Colleague Philippines
Worldwide
<p style="margin-top:0px"><b>Position:</b> <b>Virtual Assistant – </b><br></p><p style="margin-top:0px"></p><div><b>Hours:</b> 10 hours per week (minimum)<br></div><div> <b>Working Schedule:</b> Monday–Friday, between <b>9:00 AM–5:00 PM UK Time</b><br></div><div> <b>Meetings:</b> Daily check-in (approximately 5 minutes)<br></div><p></p><p style="margin-top:0px"> <br></p><p style="margin-top:0px"><b>About the Role</b><br></p><p style="margin-top:0px">Our client is seeking a highly professional, personable, and articulate Virtual Assistant to support the day-to-day operations of a charity organization. This is primarily an internal-facing role focused on volunteer engagement, CRM management, and light administrative/business development support.<br></p><p style="margin-top:0px">The ideal candidate is someone who genuinely enjoys talking to people, has exceptional spoken English, and can confidently represent the organization when communicating with volunteers and prospective members.<br></p><p style="margin-top:0px"> <br></p><p style="margin-top:0px"><b>Key Responsibilities</b><br></p><p style="margin-top:0px"><b>Volunteer Engagement</b><br></p><ul style="margin-top:0cm"><li style="">Conduct monthly check-in calls with volunteers (approximately 15 minutes per call)<br></li><li style="">Follow a provided call script to ensure consistent communication<br></li><li style="">Build rapport with volunteers and gather feedback on their wellbeing and experience<br></li><li style="">Record notes and update volunteer information in the CRM<br></li><li style="">Escalate any concerns or issues to the client when appropriate<br></li></ul><p style="margin-top:0px"><b>CRM Management</b><br></p><ul style="margin-top:0cm"><li style="">Maintain accurate volunteer and member records<br></li><li style="">Update contact information and interaction notes<br></li><li style="">Ensure CRM data remains organized and current<br></li></ul><p style="margin-top:0px"><b>Administrative Support</b><br></p><ul style="margin-top:0cm"><li style="">Perform general administrative tasks related to volunteer coordination<br></li><li style="">Organize and maintain records and documentation<br></li><li style="">Assist with internal communications as required<br></li></ul><p style="margin-top:0px"><b>Membership & Business Development Support</b><br></p><ul style="margin-top:0cm"><li style="">Follow up with prospective members who have expressed interest<br></li><li style="">Contact leads to confirm their interest in joining the charity<br></li><li style="">Explain membership options using provided information<br></li><li style="">Gather required details and confirm membership selections<br></li><li style="">Coordinate with the client for invoice issuance and onboarding<br></li><li style="">Perform light outbound calls to assist with member onboarding<br></li></ul><p style="margin-top:0px"> <br></p><p style="margin-top:0px"><b>Communication</b><br></p><ul style="margin-top:0cm"><li style="">Occasionally answer inbound calls<br></li><li style="">Make outbound calls to volunteers and prospective members<br></li><li style="">Maintain a warm, friendly, and professional manner in every interaction<br></li></ul><p style="margin-top:0px"> <br></p><p style="margin-top:0px"><b>Required Skills & Experience</b><br></p><p style="margin-top:0px"><b>Essential Qualifications</b><br></p><ul style="margin-top:0cm"><li style="">Excellent verbal and written English communication skills<br></li><li style="">Highly articulate and confident on the phone<br></li><li style="">Friendly, engaging, and naturally conversational<br></li><li style="">Professional appearance and demeanor during video meetings<br></li><li style="">Previous experience working with CRM systems<br></li><li style="">Strong organizational and administrative skills<br></li><li style="">Comfortable making both inbound and outbound calls<br></li><li style="">Strong attention to detail<br></li><li style="">Reliable internet connection and professional home office setup<br></li></ul><p style="margin-top:0px"><b>Preferred Experience</b><br></p><ul style="margin-top:0cm"><li style="">Experience supporting charities or non-profit organizations<br></li><li style="">Customer service or community engagement experience<br></li><li style="">Membership administration<br></li><li style="">Volunteer coordination<br></li><li style="">Administrative support<br></li><li style="">Business development or lead follow-up experience (non-sales focused)<br></li></ul><p style="margin-top:0px"> <br></p><p style="margin-top:0px"><b>Preferred Personality</b><br></p><p style="margin-top:0px">The client emphasized that personality is just as important as experience. The successful candidate should be:<br></p><ul style="margin-top:0cm"><li style="">Extremely articulate<br></li><li style="">Exceptionally well-spoken<br></li><li style="">Very personable and "chatty"<br></li><li style="">Friendly and approachable<br></li><li style="">Professional and well-presented<br></li><li style="">Empathetic and patient<br></li><li style="">Confident speaking with people from different backgrounds<br></li><li style="">Able to build rapport quickly<br></li><li style="">Self-motivated and dependable<br></li></ul><p style="margin-top:0px"> <br></p><p style="margin-top:0px"> <br></p><p style="margin-top:0px"><b>Tools</b><br></p><p style="margin-top:0px"><b>Required</b><br></p><ul style="margin-top:0cm"><li style="">CRM software (experience with any CRM platform is acceptable)<br></li></ul><p style="margin-top:0px"><b>Nice to Have</b><br></p><ul style="margin-top:0cm"><li style="">Microsoft Office<br></li><li style="">Google Workspace<br></li><li style="">Video conferencing platforms (Zoom, Microsoft Teams, Google Meet)<br></li></ul><p style="margin-top:0px"> <br></p><p style="margin-top:0px"><b>Important Client Preferences</b><br></p><ul style="margin-top:0cm"><li style="">Excellent spoken English is a <b>non-negotiable</b> requirement.<br></li><li style="">The VA must be extremely well-presented and professional during calls and video meetings.<br></li><li style="">This is <b>not</b> a hard sales role. The focus is relationship-building, volunteer engagement, and simple membership follow-ups.<br></li><li style="">The candidate should genuinely enjoy speaking with people and maintaining conversations.<br></li><li style="">Calls with volunteers will follow an existing script, making the role more focused on communication and relationship management than complex decision-making.<br></li><li style="">The role will begin at <b>10 hours per week</b>, with the possibility of increasing hours as the charity grows.<br></li><li style="">Daily check-ins will be brief (around 5 minutes).<br></li></ul><p style="margin-top:0px"> <br></p><div><br></div><br>
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